Kamila Ann Elliott
Investment adviser representative at Collective Wealth Partners, LLC
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$59.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Collective Wealth Partners, LLCMar 2022 to now
- Collective Wealth Partners, LLC (fka Altruist Wealth Partners)Feb 2022 to now
- Grid 202 PartnersFeb 2020 to Feb 2022
- Independent Advisor Alliance, LLCApr 2019 to Feb 2020
- LPL Financial LLCApr 2019 to Feb 2020
- Dimensional Fund AdvisorsJul 2017 to Feb 2019
- Junior League of CharlotteSep 2014 to Dec 2020
- Wyndham Financial Services (formerly Sms Advisors)Jan 2013 to Jan 2020
- The Vanguard Group, Inc.Jan 2000 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Collective Wealth Partners, LLC
$59.9MAssets managed
209Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4101837
- Firm CRD
- 317519